Lisa Peters, CFP®, CDFA®, CAP®
Advisor, Principal, Seattle
“What can we as advisors inspire in those we serve? - H. Peter Karroff
Helping individuals and couples plan well has been Lisa’s lifelong career. She seeks to deliver the kind of experience that she would want from an advisor; an intentional focus on what is most important to the client, and a thoughtful, well-researched plan of action that is designed to evolve over time.
Lisa was also an early pioneer in educating the legal community about the financial impact of divorce and in advocating the use of financial expertise during the divorce process. She was a founding partner of Lakeview Financial Group prior to the merger with Private Ocean and has helped many clients recreate their financial, investment, and philanthropic plans following divorce, an inheritance, and other life transitions.
Lisa believes that it’s important to embrace all the things you care about—personal and professional. She and her husband are fitness enthusiasts, travelers and musicians, pursuits that, like wealth management, involve a deep understanding of possibilities, a thirst for new knowledge, and the ability to adapt to changing conditions.
- BA in Business & International Finance from Northeastern University
- Member Financial Planning Association of Puget Sound
- Member Association of Divorce Financial Planners
- Member Institute for Divorce Financial Analysts
- Member Washington Planned Giving Counsel
Community and Affiliations:
Lisa has served on the local board of the Financial Planning Association and volunteered for the Seattle Times Financial Hotline. She has weighed in on financial topics for the Washington State Bar News, Elle magazine, the Wall Street Journal, KIRO and KSER radio, and Q13-Fox News. She is involved with the Washington Women’s Foundation and a local orchestra group which brings music to underserved communities.*
Recreates and aligns financial, investment and philanthropic plans with the client’s personal values following divorce, an inheritance and other life transitions.
What colleagues say about Lisa:
“While Lisa has an analytical streak, she brings clarity and empathy in advising her clients and is dedicated to their success.”